How we see ourselves: The chart, above, was part of a planning exercise to help us build this website. We were asked to score 10 perception words to help us, and our clients, understand shared values.
“We have a helping orientation — we see clients as family.”
“Understand your money; Make a better life.”
“We deliver personalized service in an impersonal business.”
“People are my first priority.”
“I have always enjoyed numbers, there is a logical flow (to them).”